Capital Advisory Group Advisory Services’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio PWY Stock Details PWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-170	Closed	-$5K	–	393
2018 Q1	$5K	Buy	+170	New	+$5K	﹤0.01%	278

Other funds holding PWY

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Capital Advisory Group Advisory Services's PWY Position: Q2 2018 in Review

Capital Advisory Group Advisory Services sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 170 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in PWY in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

Capital Advisory Group Advisory Services reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 170 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q1 2018 and held it in 1 quarter.
Capital Advisory Group Advisory Services's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $5K in Q1 2018.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2018, filed 28 May 2020.